Delta Capital
Firm details
- Headquarters
- Santana De Parnaiba,
- CRD number
- 338957
- Registered since
- January 27, 2026
- Custodians
- TASTYTRADE, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Delta Capital is an independently owned limited liability company operating as an independent RIA that focuses on individual and family clients, with offering for small-business accounts. The firm provides financial planning and discretionary portfolio management and charges both a percentage-of-AUM fee and performance-based fees. According to the snapshot data, Delta Capital is structured as an individual-owned adviser and is registered with the SEC (registration year listed as 2026). The firm does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds85%
- Derivatives10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santana De Parnaiba, null
Location
Santana De Parnaiba, null
Headquartered in Santana De Parnaiba, null.
- Address
- 275, Al Das Castanheiras
- Office locations
Similar firms
Chasan Capital Management
RIASpire Investment Management LLC
RIAGlobal Advisers, LLC
RIAPhiladelphia, PA
Flightpath Financial Planning
RIADel Mar, CA